Zinnia Search API

Search for policies

Operations 1

POST /policy/v1/policies/search Search Policies #

Documentation

📖
Documentation
https://developers.zinnia.com/apis/policy-transactions-1-0-2/docs
📖
APIReference
https://developers.zinnia.com/apis/policy-transactions-1-0-2/docs
📖
Documentation
https://developers.zinnia.com/apis/policy-service-0-1-0/docs/policy-details
📖
APIReference
https://developers.zinnia.com/apis/policy-service-0-1-0/docs
📖
Documentation
https://developers.zinnia.com/apis/market-connect-order-entry/docs
📖
APIReference
https://developers.zinnia.com/apis/market-connect-order-entry/docs
📖
Documentation
https://developers.zinnia.com/apis/illustration-3-0-8/docs/illustration-service
📖
APIReference
https://developers.zinnia.com/apis/illustration-3-0-8/docs
📖
Documentation
https://developers.zinnia.com/apis/documents-0-3-0/docs
📖
APIReference
https://developers.zinnia.com/apis/documents-0-3-0/docs
📖
Documentation
https://developers.zinnia.com/apis/new-business/docs
📖
APIReference
https://developers.zinnia.com/apis/new-business/docs
📖
Documentation
https://developers.zinnia.com/apis/new-business-annuity/docs
📖
APIReference
https://developers.zinnia.com/apis/new-business-annuity/docs
📖
Documentation
https://developers.zinnia.com/apis/product-service/docs
📖
APIReference
https://developers.zinnia.com/apis/product-service/docs
📖
Documentation
https://developers.zinnia.com/apis/case-management-1-0-0/docs
📖
APIReference
https://developers.zinnia.com/apis/case-management-1-0-0/docs
📖
Documentation
https://developers.zinnia.com/apis/illustration-client-cases/docs
📖
APIReference
https://developers.zinnia.com/apis/illustration-client-cases/docs

Specifications

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OpenAPI Specification

zinnia-search-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Policy Service Search API
  description: Enterprise level policy service
  version: 0.0.21
  contact: {}
servers:
- url: https://api.zinnia.io
tags:
- name: Search
  description: Search for policies
paths:
  /policy/v1/policies/search:
    post:
      operationId: PolicySearch
      summary: Search Policies
      parameters:
      - name: sortBy
        required: false
        in: query
        description: field to sort by
        schema:
          type: string
      - name: sortOrder
        required: false
        in: query
        description: order to sort (asc or desc)
        schema:
          type: string
      - name: limit
        required: false
        in: query
        description: number of results to limit to
        schema:
          type: number
      - name: offset
        required: false
        in: query
        description: index to start page search at
        schema:
          type: number
      requestBody:
        required: true
        description: Optional search criteria, none, some, or all criteria can be used. Values cannot be null.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/PolicySearchRequest'
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PolicySearchResponse'
        default:
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PolicySearchResponse'
      security:
      - Auth0: []
      tags:
      - Search
      x-operation-id-source: normalized
      x-operation-id-original: Policy Search
components:
  schemas:
    PolicyReferenceDataModel:
      type: object
      properties:
        policyNumber:
          type: string
          description: number/subjective id of policy
          example: POLICY1234567890
        planCode:
          type: string
          description: plan code for policy
          example: PLAN001
        productName:
          type: string
          description: product name of policy
          example: Deluxe Universal Life
        firstName:
          type: string
          description: policy owner first name
          example: Nick
        lastName:
          type: string
          description: policy owner last name
          example: Burdell
        fullName:
          type: string
          description: policy owner full name
          example: Nick Burdell
        policyStatus:
          type: string
          description: status of policy, needs to be enum
          example: IGO
        lineOfBusiness:
          type: string
          description: line of business, usually LIFE or ANNUITY
          example: LIFE
        restrictionStatus:
          description: restriction status in SOR
          example:
          - LEGAL
          type: array
          items:
            type: string
        carrierId:
          type: string
          description: 4 character id of carrier, also called clientCode or companyCode
          example: EVGL
        companyName:
          type: string
          description: Company associated with policyholder
          example: Everglades
        ssn:
          type: string
          description: Social security number of policy holder, masked on return
        productType:
          type: string
          description: Type of the product
          example: universal
        lastUpdated:
          format: date-time
          type: string
          description: last time policy was updated
        createdAt:
          format: date-time
          type: string
          description: creation date of the policy
        id:
          type: string
          description: reference id of the policy, fully unique
          example: 3cc99edada4f4a88be77cef53ba0b3fd
        partyIds:
          description: list of party ids associated with the policy
          example:
          - 4fd32e7aecc24888be9c5418d6dc646a
          - 2739e8897e7141189ccd366f7d054ff0
          type: array
          items:
            type: string
        issueDate:
          type: string
          format: date
          description: Issue date of the policy in YYYY-MM-DD format
          example: '2024-09-30'
      required:
      - policyNumber
      - createdAt
    PolicySearchRequest:
      type: object
      properties:
        firstName:
          type: string
          description: policy owner first name
        policyNumber:
          type: string
          description: number/subjective id of policy. Optionally, you can partial search if SSN is also using partial search (e.g. `*1234`)
        lastName:
          type: string
          description: policy owner last name
        fullName:
          type: string
          description: policy owner full name. Optionally support partial search
        policyStatus:
          type: string
          description: status of policy, needs to be enum
        planCode:
          type: string
          description: plan code for policy
        lastUpdated:
          format: date-time
          type: string
          description: last time policy was updated
        createdAt:
          format: date-time
          type: string
          description: creation time of the policy
        ssn:
          type: string
          description: Policy owner social security number. SSN should be 9 digits, or the last four (e.g. `*1234`) when policy number is also last four (partial search)
        id:
          type: string
          description: reference id of the policy, fully unique
        lineOfBusiness:
          type: string
          description: line of business to search for, options are LIFE or Annuity Product
        partyIds:
          description: list of party ids associated with the policy
          example:
          - 4fd32e7aecc24888be9c5418d6dc646a
          - 2739e8897e7141189ccd366f7d054ff0
          type: array
          items:
            type: string
        issueDateFrom:
          type: string
          format: date
          description: Start date for issue date range query in YYYY-MM-DD format
          example: '2024-01-01'
        issueDateTo:
          type: string
          format: date
          description: End date for issue date range query in YYYY-MM-DD format
          example: '2024-12-31'
    PolicySearchResponse:
      type: object
      properties:
        total:
          type: number
          example: 121
        count:
          type: number
          example: 1
        next:
          type: string
          example: /policy/v1/policies/search?offset=10&limit=10
        previous:
          type: string
          example: ''
        results:
          description: array of policy reference data
          type: array
          items:
            $ref: '#/components/schemas/PolicyReferenceDataModel'
      required:
      - total
      - count
      - next
      - previous
      - results
  securitySchemes:
    Auth0:
      type: openIdConnect
      openIdConnectUrl: https://login.zinnia.com/.well-known/openid-configuration
      x-kong-security-openid-connect:
        config:
          issuer: https://login.zinnia.com/.well-known/openid-configuration
          extra_jwks_uris:
          - https://login.mypolicyview.com/.well-known/jwks.json
          issuers_allowed:
          - https://login.zinnia.com/
          - https://login.mypolicyview.com/
          run_on_preflight: true
          scopes_claim:
          - https://api.zinnia.io/permissions
          audience_claim:
          - aud
          audience_required:
          - https://api.zinnia.io
          auth_methods:
          - bearer
          scopes: []
        enabled: true
        protocols:
        - grpc
        - grpcs
        - http
        - https